Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
New York, NY
19 days ago
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Job Description
Join Schwab Wealth Advisory as a Senior Manager, Wealth Advisor, where you'll provide personalized investment advice and mentoring to junior team members. Help clients manage complex portfolios and deepen your wealth management expertise in a supportive culture.
Key Responsibilities
Provide clients with personalized advice and specialized service
Help clients manage complex portfolios
Mentor junior team members
Required Qualifications
Bachelor’s degree
Five or more years of advisory experience
Experience in creating and customizing financial plans and portfolios
Preferred Qualifications
Five or more years working directly with clients in the financial services industry
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance